+20.1%
COMP vs PTEN
+79.8%
-59.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -9.4% | +17.1% | +3.6% |
| 7D | +9.5% | -15.5% | +25.0% | +2.8% |
| 30D | +8.1% | -7.8% | +15.9% | +5.7% |
| 3M | -16.3% | +6.4% | -22.7% | -12.0% |
| 6M | +42.2% | -11.9% | +54.1% | +44.6% |
| YTD | -5.0% | +79.4% | -84.4% | -7.0% |
| 1Y | +20.1% | +84.9% | -64.8% | +15.6% |
| All | +20.1% | +79.8% | -59.7% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling